Wealth Management Vice President 财富管理副总裁 (up to 50K)

Waterdrop Financial Services (HK) Limited

Job Responsibilities:

  •  Identify needs of clients and provide professional financial advices
  •  Manage of wealth assets of clients through investment vehicles
  •  Update financial news to your clients
  •  Provide financial analyst, investment, saving, retirement, MPF and risk management services includes but not limits to Asset Management, Bonds & Mutual Funds Investment, Risk Management, Premium Financing ect
  • Corporate Solution Planning for Corporate Clients
  • Provide quality after-sales services to maintain good customer relationship

 

工作職責:

  • 識別客戶需求並提供專業的理財建議
  • 透過投資工具管理客戶的財富資產
  • 向客戶更新財經消息
  • 提供金融分析、投資、儲蓄、退休、強積和風險管理服務,包括但不限於:資產管理、債券及共同基金投資、風險管理、保費融資…
  • 為企業客戶提供企業解決方案規劃
  • 提供優質的售後服務,維護良好的客戶關係

 

Job requirement:

  •  Degree holder in all discipline
  •  Energetic and outgoing
  •  Mature, self­-motivated, hardworking and willing to learn
  •  3 years+ working experience is an advantage
  •  Experience in banking industry or financial background in mainland will be an advantage
  •  Full working rights for Hong Kong are also welcome
  •  Fluent in Cantonese and Mandarin is an advantage

 

職位要求:

  • 各專業學位持有者
  • 精力充沛、外向
  • 成熟、積極進取、勤奮、樂於學習
  • 3年以上工作經驗者優先考慮
  • 有銀行業經驗或內地金融背景者優先考慮
  • 也歡迎有香港完整工作權者
  • 能說流利粵語和普通話者優先考慮

 

更多工作資料
薪酬 40,000 - 50,000 / 月薪
待遇
  • 五天工作週
  • 額外津貼
  • 豐厚薪酬
  • 彈性花紅
  • 彈性工時
工種
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 尖沙咀
僱用形式
  • 全職
教育程度
  • 學士

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